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Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1776
Center for Financial Planning
Michigan
$12K +$11.6K +111 New
APW
1777
Acima Private Wealth
Virginia
$11K – – –
AWM
1778
Avior Wealth Management
Nebraska
$11K – – –
BAM
1779
Bellevue Asset Management
Washington
$11K +$10.4K +100 New
CHA
1780
Carmichael Hill & Associates
Maryland
$11K +$10.4K +100 New
IIA
1781
ICW Investment Advisors
Arizona
$11K +$10.4K +100 New
PH
1782
Pinnacle Holdings
Oklahoma
$10.8K – – –
FA
1783
Financial Advantage
Maryland
$10K -$46.9K -450 -82%
LFG
1784
LifePlan Financial Group
Ohio
$10K – – –
SIAP
1785
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K – – –
ACM
1786
Anfield Capital Management
California
$10K +$8.96K +86 New
BBA
1787
Braun-Bostich & Associates
Pennsylvania
$10K +$8.96K +86 New
WCM
1788
Wealthcare Capital Management
Virginia
$10K +$9.17K +88 New
CI
1789
Cordant Inc
Oregon
$10K +$9.59K +92 New
SWM
1790
Selective Wealth Management
Virginia
$9K – – –
HDIM
1791
Hanson & Doremus Investment Management
Vermont
$8K – – –
CCM
1792
Cribstone Capital Management
Maine
$7K -$2.71K -26 -29%
TIM
1793
Tortoise Investment Management
New York
$7K – – –
MIM
1794
Macroview Investment Management
Maryland
$7K +$3.33K +32 +97%
1NWS
1795
1 North Wealth Services
Maryland
$6K – – –
FMTCOCP
1796
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
CA
1797
CXI Advisors
Indiana
$6K +$5.84K +56 New
FPFS
1798
First Personal Financial Services
North Carolina
$5K -$21.7K -208 -83%
SFA
1799
Semmax Financial Advisors
North Carolina
$5K – – –
TI
1800
tru Independence
Oregon
$5K +$5.84K +56 New
70 71
72
73 74